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Showing Q3 2024 data
Kowal Investment Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Kowal Investment Group, LLC
•CIK: 1846786•Filing: Q3 2024
**Kowal Investment Group, LLC** manages $544M across a diversified portfolio of 200 positions. The firm exhibits significant concentration in technology and specialized sectors, evidenced by its top holdings including FBND at $97.5M and BBUS at $51.3M. Notable allocations also include FDL ($35.6M) and QTEC ($33.4M), suggesting a targeted, high-conviction approach to market opportunities. This structure indicates a mandate focused on deep-value or sector-specific outperformance.
Total AUM
$543.6M
QoQ Performance
+8.5%
Positions
159
Top 10 Concentration
58.7%
Latest Filing
Q3 2024
Top Holdings Allocation
FBND
BBUS
FDL
QTEC
FBCG
FBND17.9%
BBUS9.4%
FDL6.5%
QTEC6.1%
FBCG5.0%
MDY4.5%
ZECP2.8%
SPY2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.0%
Technology7.7%
ETF2.7%
Consumer2.0%
Healthcare1.9%
Financial1.5%
Industrial1.0%
Consumer Staples0.7%
🚪 Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW24 new positions
↑95 increased
↓75 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023